Accounting firms and CPAs have access to clients' most sensitive financial data — tax returns, bank statements, payroll records, and business financials. This data is subject to strict professional confidentiality obligations and tax authority regulations. Clients entrust accountants with information they share with virtually no one else. The United States has a sectoral approach to data privacy — no single federal law covers all businesses, but multiple laws apply depending on your industry and the data you collect.
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All sections are included and pre-filled for Accounting Firm businesses
Introduction
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Information We Collect
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How We Use Your Information
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How We Share Your Information
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Cookies and Tracking Technologies
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Data Retention
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Your Rights Under the GDPR
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Your California Privacy Rights (CCPA)
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Your Rights Under the DPDPA (India)
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Children's Privacy
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Data Security
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Third-Party Links
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Changes to This Privacy Policy
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Contact Us
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The United States has a sectoral approach to data privacy — no single federal law covers all businesses, but multiple laws apply depending on your industry and the data you collect. Key federal laws include COPPA (children's data), HIPAA (health data), GLBA (financial data), and CAN-SPAM (email marketing). FTC enforcement can result in significant penalties for deceptive data practices.
Accounting firms and CPAs have access to clients' most sensitive financial data — tax returns, bank statements, payroll records, and business financials. This data is subject to strict professional confidentiality obligations and tax authority regulations. Clients entrust accountants with information they share with virtually no one else.
Data typically collected by Accounting Firm businesses: client financial statements, tax returns, payroll data, bank account information, investment records, business financial data, government ID for tax purposes
Yes. If you collect any personal data from users — including email addresses, analytics cookies, or payment information — you are legally required to have a Privacy Policy under FTC Act Section 5, COPPA, CAN-SPAM Act, HIPAA (if applicable), State privacy laws (CCPA, VCDPA, CPA, etc.). Non-compliance can result in significant fines.
A US-compliant Privacy Policy for Accounting Firm businesses must disclose: what data you collect (client financial statements, tax returns, payroll data, bank account information, investment records, business financial data, government ID for tax purposes), the legal basis for processing, data retention periods, and users' rights. Privacy policy must accurately describe actual data practices (FTC Act Section 5).
A Accounting Firm typically collects: client financial statements, tax returns, payroll data, bank account information, investment records, business financial data, government ID for tax purposes. Under US, each category of data must be explicitly disclosed in your Privacy Policy along with the purpose for collecting it and the legal basis used. Failing to disclose any collected data category is a violation.
Non-compliance with US requirements can result in regulatory investigations, enforcement actions, and reputational damage. HIPAA Business Associate Agreements required if handling health data.